Baron Silver Stevens Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Baron Silver Stevens Financial Advisors’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$426K	Buy
2025 Q2	$399K	Buy
2024 Q2	–	Sell
2024 Q1	$296K	Buy
2021 Q1	–	Sell
2020 Q4	$79K	Buy